Tutorial: How to create a Personality Quiz – Easypromos - Online Helpdesk

If you want to set up a Personality Quiz for your followers to challenge themselves and interact with your brand, follow these instructions:

Step 1. Create the promotion

1. Access the Easypromos Control Panel and log in with your email address and password to manage and create your promotions.

2. Create a new promotion using the green button.

3. You’ll be presented with the products available. Choose “Personality Quiz” to create a promotion which consists of a list of questions that participants must answer.

4. As a next step, set up the following options:

Organizing brand. As a first step, you should select or create an organizing brand for your promotion. This organizing brand is independent of any social network and works as a folder within your Easypromos account, in order to help organize the promotions that you create.
Template version. Select which template you want to use to create your promotion: Premium or White Label.

Note: Compare here the features and functionalities included in each template.

5. When clicking on the Continue button, you'll be taken to the promotion management page, where you can find all the options for setting up your promotion. We've outlined the most important sections below:

Header. This displays the title of the promotion, the platform version (Premium or White Label), and other relevant information such as the promotion ID number. The Promotion status indicates if the promotion is a Draft, Active or Expired, as well as if it’s about to start. Once the promotion has ended, this field will be marked in red saying: Status: Expired. You can choose what to show on an expired promotion page.
Link to the promotion. Use this URL whenever you share the promotion. Learn more about sharing here. The copy link button automatically copies the link, to make sharing even faster.
Activate Promotion. When the promotion is ready to launch, click this button to activate it. You'll be taken to the activation page, where you can review billing information and make payments.
Side menu. All your promotion settings in one place.
View tutorial. This tutorial guides you step by step through the creation and management of your promotion.
Promotion dates and time zone control the promotion phases.
Languages indicates the default language of the promotion. You can edit this if you wish.
Localization allows you to limit participation to one or several countries. Learn more about country restrictions.
Next steps: Practical recommendations that will guide you in the creation and management of your campaign.

Top tip: the promotion ID number (#) is a unique identifier for each promotion. Quote this number if you need to contact the Easypromos support team with any issues. This will make it easier for us to review your settings and help you out.

Step 2. Create test questions and answers

The platform comes with several features which are preset, according to the application you’ve chosen (Premium or White Label). First, set up the content of the test for your participants. Then you can work through the advanced options and customize the pre-set features.

1. Enter the promotion “Editor”.

2. Go to Pages > Quiz. Create your first question by clicking on the green button.

3. Every time you create a question, the following window will appear to help you through the process. There are various types of questions. For Personality Quiz, we recommend using single-answer questions. You can give each question a score and link it to a specific response.

When you click on the "Create" button, the question editor opens. You have access to the following options:

1. Question text: Type the question you want to ask users here.

2. Upload Media: Decide if you want to accompany the question with an image or video.

3. Position: If you upload an image for the question, choose between a horizontal or vertical display.

4. Answers: Click the "New Answer" button to create as many answers as you want:

Tip! We recommend that all questions in the test have the same number of answers. This will make the test easier to design, score and manage.

5. Advanced. Here you will find all the options to configure your question:

Feedback message text: You can present an informative text with the correct answer after users answer the question. You can customize different feedback messages for correct and incorrect answers.
Container columns: It will allow you to indicate how many answers you want to show per row.
Question type: In case you need to modify the type of question you have initially created.
Hide Continue button: Check this option if you want the user to move to the next question by just clicking on the answer buttons. By default, the Continue button is displayed in closed answers to allow users to move forward to the next questions of the quiz.
Allow users to change their answer.

If you have created a "Single answer" question, the participant will only be able to select one of the possible answers. Here's what that looks like:

4. Create the rest of the questions and answers in your test, using the New Question and Copy Question buttons. You can save time with the Copy Question button, which duplicates the question and answer format.

Step 3. Customize end-of-test messages

One of the most useful features of the Personality Quiz is personalized final messages, based on users' answers. You can set up different messages for users to see with the Majority of Answers system.

This option is ideal for creating personality tests. For example, if the majority of a user's answers are ‘type 1’ then the user receives message X; if the majority of the answers are ‘type 2’, then the user receives message Y.

To create different end-of-test messages according to users' answers, follow these steps:

1. Create the final messages. We recommend that you start by designing the messages that you want to display on the final page. Each message is assigned a value: 1, 2, 3, 4, etc., to define the different profiles.

2. Score the test answers. Once you have defined the possible final messages, you must score the answers of the different questions. Assign a value to each answer in order to link each response to a specific final message.

Here's how the final message will look:

Note: Follow this tutorial for a complete guide to customizing end-of-test messages.

Customize viral content for test results

You can customize viral content for each test result, so that participants can share with their friends. We explain how to do that here.

Step 4. Enable the Summary page

The Questionnaire Summary page shows users a new page with the details of their answers before registering their contact details. This screen is presented after answering the last question of the questionnaire, just before accessing the registration form. You can choose to allow users to repeat the questionnaire before they register.

Learn how to enable and customize the Questionnaire Summary Page here.

Note: The Summary Page is not available for quizzes with the Login system enabled.

Step 5. Login system and multi-participation

You can enable the Login system, which has the following features:

It allows to require the users to register first before participating in the promotion. It's possible to identify with a Facebook profile, a Google account or an email address. If it's the first time the user registers, they will have to complete the registration form and accept the terms & conditions and privacy policy of the promotion.
It gives the option of enabling multi-participation, by deciding the number of participations you want to grant to each user, in the entire promotion, per day, or per hour.

Check in this tutorial how to enable Login and how to configure multi-participation.

When is it recommended to enable the Login system?

When we want to place the identification and registration form BEFORE the quiz questions.
When we want to limit the draw to users who have validated the email.
When we want to limit participation in the draw to users that are registered in the client's systems. Example: Limit the campaign to users registered in your website or users of your mobile app. This option requires using the Autologin system.

Note: In order to be able to activate the Login system, it’s necessary to have an account with an active Premium or White Label plan.

Step 6. Customize the text and images for each page

Configure the text and images of each page of the promotion:

A) Welcome.

Change the provisional title for one which highlights the key points of your promotion.
Format the texts, and upload an image to make the page more dynamic.
Use the description to explain what participants must do to take part.
You can also customize the “Participate” and “See Participants” buttons.

B) Entry Form.

Adapt the Entry Form to your needs by using the predefined fields and checkboxes. You can also customize the text and header image of this page. Read more about how to set up the Entry Form.

C) Thank You.

Customize this page with a final image and thank you text. You can also create an extra button which leads to an external link of your choice.

Use the final image to remind users of the prize.
Use the text to thank users for participating, and encourage them to share.

Additionally, you have some general customization options for navigating the promotion pages:

Customize the name and icon of each section in the promotion menu. For example, you can change the default name of "Welcome" page to "Start", with an icon to match.
Add new sections to the promotion menu for additional content. This new section can be set up in two different ways:
- New page, for example, to present and explain the prizes of the promotion.
- External link, to drive traffic to your website or microsite.

Step 7. Customize the design

Use the Design menu to customize the look and feel of the promotion for your brand, product or aesthetic.

The Design menu features the following options:

Colors: Change the colors of texts and action elements (such as buttons) in the promotion.
Typographies: Select the font used for texts and action elements.
Container: Completely customize the container by setting the style, opacity, height or position.
Background: Customize the background of the promotion with your own image or choice of colours. The background will be the same for each page of the promotion.
Other: Set the style of the promotion buttons (outlined or solid), as well as the color of the button text. Also from here you can customize the background color of the pop-up windows of the promotion (for example: window that opens the terms and conditions, My Networks window, etc.)
Advanced (White Label only): Use your own CSS styles to completely customize the template.

Discover all the creative possibilities offered by our Design Module.

Step 8. Insert legal texts

In this section you can upload legal texts to display them in the promotion. Specifically you can upload the terms and conditions to explain all aspects of the promotion, contest or sweepstakes. Additionally you can also upload your privacy policy to explain how and for what purpose you will treat the data of the users that register in the promotion. It's also possible to upload your own Cookies policy.

To insert the terms and conditions, go to Editor > General > Legal content, where you will find the following sections:

Terms and conditions
Privacy Policy
Cookies Policy

Note: Check here how to set up the consent of the legal texts of the promotion.

Step 9. Configure My Networks and the promotion footer

Use the My Networks module to customize the screen which invites users to like your Facebook page. My Networks can be set up for Facebook pages, as well as Twitter, Instagram and Youtube accounts. Learn how to customize My Networks here.

To customize My Networks, go to Editor > General > My Networks:

You can also customize the promotion’s footer text, or deactivate it if you prefer. The footer is a banner that’s displayed at the bottom of each page of the promotion.

To enable the promotion footer, go to Editor > General > Footer where you'll see the following options:

"Created by" field which will allow you to customize the name of the brand or company organizing the promotion.
Decide what elements you want to show in the promotion foot.

Step 10. Customize viral content

This section is very important to make your Personality Quiz go viral. The viral content is the message displayed when participants share with friends or encourage them to take part. You can customize the share message to suit the different social media channels which your followers use.

To customize the viral content of the promotion, go to Editor > General > Share:

We recommend completing the following sections:

A) Generic.

Set up the generic viral content here:

Viral image: This is the image which accompanies the share text. To optimize for social networks, we recommend dimensions of 1200px by 630px. The same image will be shared via Facebook, Pinterest and Google+. If you don’t upload a specific image for this section, the main promotion image will be displayed when participants share the promotion.
Generic content: This is the viral text that will be displayed when participants use the share button on the main page or the entry form. Learn how to edit this text.

B) Recruitment.

This content is shown when participants share from the final page of the promotion. This is what participants will show their friends, so take the opportunity to encourage them to join in! Learn how to set up recruitment content here.

Step 11. Advanced settings

Check the settings in Pages > Form > Options to review the following options:

Let's look at those settings in more detail:

Max. users: Decide if you want to limit the promotion to a maximum number of participants. By default, there is no limit on participation.
Maximum entries per user: this option defines how many times each user can participate. For Personality Quiz, the value is set to 1 and you cannot edit it.
Enable premoderation: You can moderate entries before they appear in the public gallery. This option does not apply to Personality Quiz.
Notification of new entrant: Enable this feature if you want to receive an email every time a new participant registers for the promotion.
Disable autofocus in first form field. By default, the “Name” field in the entry form has the autofocus activated so that the participants can begin to write without having to click on the field first when the page loads. This option allows to disable this effect to avoid that the autofocus scrolls down the page, which is useful in promotions that have a big header image.
Anonymous registration: If you don't want to collect personal information, you can disable the entry form altogether. This also makes the test more agile. Find more information here.
Anti-fraud options: With the aim of helping administrators organize top-quality contests, Easypromos has developed a range of techniques and tools to minimize bad practices. Consult your anti-fraud options here.

Then go to Editor> Pages> Form> Social Login. From here you can enable identification with Facebook as a way to identify users and decide if you want it to be mandatory for the user to identify with this social network to participate.

Step 12. Set entry restrictions

You can restrict access to the promotion for certain users. Specifically, the platform offers you 2 forms of restriction:

Restriction by country: You can limit the promotion to a specific country or countries. Only users who connect from the selected country or countries will see the promotion. Learn how to enable country restriction here.

Restriction by age: Limit the promotion to users whose age is higher than the one indicated by the administrator. This establishes a minimum age for participation. Learn how to enable the age verification window here.

Step 13. Communicate with participants via the email platform

If you need to communicate with participants during and after the promotion, you can use this tool to create, customize and send automated emails.

This tool is especially useful for Personality Quiz. You might need to email participants for any one of the following reasons:

Find out how to create an email with the platform, establish great communication with your followers, and increase your viral reach.

Important! The Platform has a "smart tags" feature to make customizing emails even easier. Use the "smart tag" {{user_recruiting_url}} and it will be replaced by each participant's unique recruiting URL when the emails are sent out.

Step 14. Publish the winners page (optional)

Before publishing the promotion, or during the participation period, you can choose to show the prizes which you are going to award. The same page will display the promotion winners, once there are winners. You can decide whether to publish the prizes page from the beginning of the promotion, or to wait until the winners have been selected. To customize and publish the winners page, go to Editor > Pages > Winners.

Check out the prize management tutorial to learn about your options for displaying and awarding prizes.

Step 15. Carry out a real test of the promotion

Before launching a promotion, it's important to make sure that the promotion shows and works correctly. To do so, all promotions includes the tool "Test Mode" which allows the administrator to carry out real tests of the promotion. This means that they can participate in the promotion just like the participants will do once the promotion is activated, and test that the promotion works as expected. That way, they can make changes to the promotion if necessary before launching.

Check out this tutorial where we explain how to test your promotion before activating it.

Step 16. Activate the promotion

Once you have configured all aspects of the promotion, you can activate it from the management page. You can also review billing information and make payments from this page. Find more information here.

Step 17. Publish the promotion

Although your promotion is now active, you still need to take the final step: publishing it.

When you created your promotion, a microsite with a unique URL was generated. This URL is the main link to the promotion. By default, it leads to the welcome page, but you can edit this. You can also, and not exclusively, publish the promotion on a Facebook Page or embed it in your blog or website. You can control where you wish to publish the promotion URL via "Buzz". You’ll find all the information about this step here.

Step 18. Share the promotion

It’s important to share the promotion on as many different channels as possible. Always use the main promotion link, as it's uniquely compatible with all devices.

You can share the promotion via the following methods:

The main promotion link.
With the “Share” button on Facebook, Twitter and Pinterest.
Use Facebook Ads to give more visibility to the promotion. One of the most effective ways to improve the visibility of the promotion is through the Facebook advertising service, which will allow you to create an advertisement to promote the contest and generate traffic to the promotion. To do this, you must access the Facebook advertisers page and create an advertisement to promote the contest.
Featuring your promotion. This option adds your campaign to the list of Easypromos Featured promotions. Featuring a promotion carries an additional cost, calculated per day of the campaign. If you want to Feature your promotion, check out this tutorial.

We also recommend you read these articles:

Step 19. Manage the active promotion

While the promotion is active, you can monitor entries from the management page. Click on Participants in the left-hand menu. You can also access a list of entries from the Statistics section:

From Participants, you will be able to view information about all participants and download it to an Excel file.

Note: Information about participants will be available even when the promotion has finished.

Step 20. View promotion statistics

Access Statistics to view participants and see how they interact with the promotion app.

This information will become available as soon as the first entry is made. It will remain accessible from your account after the promotion has finished. Learn more about the information you can access in this section.

Step 21. Manage prizes and publish the winners

When the participation period of the promotion ends, you can use the prize management system to list prizes and configure how they will be assigned. Once the promotion has finished, you can assign prizes randomly or manually.

Randomly: You can run one or more sweepstakes among all participants, or a segment of participants, and obtain a certificate of validity with the results.
Manually: You can assign one or more prizes manually. This is useful for contests with voting and skills tests. We also recommend this option when winners are selected by a jury, notary public, or the organizing brand.

Learn how to create prizes and select winners with the prize management tutorial.

Start your winner selection process from the "Winners" menu:

Step 22. Finishing up the promotion

The end of a promotion is controlled by the dates set up in the promotion Editor. When the "End of publication date" is passed, the promotion status changes from active to expired. By default, the promotion is unpublished and is no longer visible. If users try to access the promotion link, a screen with the message "promotion expired" is displayed.

As administrator of the contest, you can edit the content of this "promotion expired" screen. You could republish the promotion so that it is visible again, show the winners of the promotion, or keep a contest gallery visible.

Follow this link to learn more about your options for expired promotions.